XML Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $48.98M | 4.0% |
| ISHARES TR | $37.98M | 3.1% |
| ISHARES TR | $35.24M | 2.9% |
| SCHWAB STRATEGIC TR | $34.38M | 2.8% |
| Apple Inc. | $31.36M | 2.6% |
| ISHARES TR | $31.22M | 2.5% |
| VANGUARD WORLD FD | $27.13M | 2.2% |
| MICROSOFT CORP | $26.70M | 2.2% |
| ISHARES TR | $24.01M | 2.0% |
| ISHARES TR | $23.52M | 1.9% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY | $20.60M | 1.7% |
| VANGUARD BD INDEX FDS | $19.78M | 1.6% |
| Warren E. Buffett | $17.44M | 1.4% |
| PIMCO ETF TR | $17.27M | 1.4% |
| SPDR SERIES TRUST | $16.78M | 1.4% |
| SPDR GOLD TR | $15.90M | 1.3% |
| ISHARES TR | $14.92M | 1.2% |
| ISHARES TR | $14.53M | 1.2% |
| ISHARES TR | $13.97M | 1.1% |
| JPMORGAN CHASE & CO | $13.20M | 1.1% |
| JOHNSON & JOHNSON | $13.12M | 1.1% |
| SPDR SERIES TRUST | $13.04M | 1.1% |
| GOLDMAN SACHS ETF TR | $12.99M | 1.1% |
| Amazon.com Inc | $12.62M | 1.0% |
| NVIDIA Corp | $11.97M | 1.0% |
| PACER FDS TR | $11.69M | 1.0% |
| SCHWAB STRATEGIC TR | $11.60M | 0.9% |
| BANK OF AMERICA CORP /DE | $11.24M | 0.9% |
| ISHARES TR | $11.03M | 0.9% |
| Alphabet Inc. | $10.60M | 0.9% |
| QUALCOMM INC/DE | $10.57M | 0.9% |
| ISHARES TR | $10.33M | 0.8% |
| CISCO SYSTEMS, INC. | $10.02M | 0.8% |
| INVESCO EXCH TRADED FD TR II | $9.60M | 0.8% |
| FIRST TR EXCH TRADED FD III | $9.55M | 0.8% |
| ISHARES TR | $9.54M | 0.8% |
| RTX Corp | $9.46M | 0.8% |
| INTERNATIONAL BUSINESS MACHINES CORP | $8.74M | 0.7% |
| VANGUARD WHITEHALL FDS | $8.67M | 0.7% |
| PIMCO ETF TR | $8.54M | 0.7% |
| SPDR INDEX SHS FDS | $8.42M | 0.7% |
| GOLDMAN SACHS ETF TR | $8.36M | 0.7% |
| VANGUARD INDEX FDS | $8.32M | 0.7% |
| COHEN & STEERS REIT & PFD & | $8.28M | 0.7% |
| FIRST TR EXCHNG TRADED FD VI | $7.88M | 0.6% |
| INVESCO QQQ TR | $7.19M | 0.6% |
| SPDR INDEX SHS FDS | $7.19M | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $7.11M | 0.6% |
| Alphabet Inc. | $6.71M | 0.5% |
| ISHARES TR | $6.69M | 0.5% |